Jonathan Woloshin

Jonathan is an experienced securities analyst, director of research, and portfolio manager. He specializes in public and private market commercial/residential real estate research, analysis, and valuation. He possesses a deep understanding of private real estate funds, structures, and investments. His breadth of experience includes broad analytical expertise across the equity GICS sectors, growth and GARP equity portfolio management, short selling, capital structure arbitrage, and the analysis of high yield/mezzanine debt, preferred stock, and derivatives. He is a highly effective marketer and well versed in counseling wealth advisors, ultra-high net worth/institutional clients, boards of directors, and consultants.